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Transparency
Your accounts are held at an independent institution, so you receive direct statements and have visibility into your investments.
Independent Custody • Full Transparency
Your Assets Are Held Securely by Independent Custodians
When you work with Integrity Wealth, your investments are held in your name at established third-party custodians—providing transparency, security, and direct access to your accounts at all times.
Why This Structure Matters
At Integrity Wealth, we believe clients should always know where their money is held, how it is protected, and how to access it. That separation between advisor and custodian helps create clarity, confidence, and accountability.
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Security
Custodians are responsible for safeguarding your assets and maintaining the systems used to access and monitor your accounts.
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Clear Separation
We provide guidance, planning, and investment strategy. The custodian holds your assets in your name.
What Is a Custodian?
A custodian is the financial institution responsible for holding and safeguarding your investment accounts. While Integrity Wealth provides financial guidance, portfolio oversight, and planning support, your money remains at the custodian under your ownership.
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Independent account statements
You receive reporting directly from the custodian.
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Secure online access
Log in anytime to review balances and activity.
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Direct ownership
Your assets remain in your name—not held by our firm.
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Confidence through structure
A clear distinction between advice and asset custody helps protect you as an investor.
Our Custodial Partners
We work with established custodians that offer secure account access, dependable reporting, and a strong client experience.
Charles Schwab
Charles Schwab is one of the most recognized custodians in the industry, known for its long-standing reputation, established infrastructure, and broad investor platform.
Schwab provides secure custody, direct account access, and clear reporting—supporting a client experience built around transparency.
- Established national custodian with broad familiarity
- Reliable account access and straightforward reporting
- Strong fit for long-term financial planning
Fidelity
Fidelity is a widely respected financial institution offering secure custody, intuitive account access, and a robust digital experience for monitoring investments.
Clients benefit from a trusted platform, clear account visibility, and tools that make it easy to stay informed about their financial picture.
- Well-known client platform with strong digital usability
- Secure access to balances, activity, and holdings
- Trusted environment for long-term wealth management
Why Clients Value Independent Custody
The right advisory relationship is not only about planning and investments. It is also about understanding how your accounts are structured and where your assets are held.
Assets Held in Your Name
Your investments are not held directly by Integrity Wealth. They remain titled to you at the custodian.
Independent Reporting
You receive account statements and reporting directly from the institution holding your assets.
Accessible and Understandable
Online access makes it easier to monitor balances, positions, transactions, and overall progress.
Guidance with Accountability
Our role is to provide thoughtful advice while the custodian handles the holding and safekeeping of assets.
Frequently Asked Questions
Common questions about how advisory relationships and custody work.
Does Integrity Wealth hold my money directly?
No. Your assets are held by the custodian in your name. We provide advice, planning, and investment guidance.
Will I still be able to view my accounts?
Yes. You will have direct online access through the custodian’s platform, along with independent statements.
Why is this structure important?
It creates transparency and a clear separation between financial advice and the institution holding the assets.
